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Two ways PE firms work with OneGuide

Solutions

Two ways PE and VC firms work with OneGuide

OneGuide supports value creation through portfolio resource hub software, a network of tactical experts, and often, a combination of the two.

Portfolio Hub Software

For firms scaling proprietary value creation programs.A branded portfolio operating system for your firm and portco execs that centralizes content, experts, events, and value creation, all searchable and built to scale.

Fully branded and customized Unlimited portfolio users Custom price quotes

Software functionality
  • Content and resource management
  • Expert and preferred vendor tracking
  • Portfolio events and programming
  • Portfolio community discussions and networking
  • Value creation planning and initiative tracking
  • Reporting on engagement and platform activity — users, logins, page views, and resource utilization
Firms can also include all or a curated subset of OneGuide's 200+ experts and 3,000+ pages of expert-authored content directly within their hubs.

+ Optional professional services

  • Member managementTracking and updating portfolio execs as they turn over, sending newsletters and engagement emails.
  • Event coordinationEvent scheduling, expert coordination, slide creation, RSVP reminders, and recap materials.
  • Ghostwriting & content managementTurning tribal knowledge into firm IP and keeping content up to date.
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OneGuide Network Access

For firms looking to add 200+ vetted experts, 70+ in AI.Instant access to unlimited expert intros, 3,000+ pages of expert-authored content, AI-powered search, recurring events, and a portfolio ops community.

Plug-and-play Access for firm team members From $9,000/firm/year

Network resources
  • Access to 200+ "single shingle" and boutique firm experts and 3,000+ pages of expert-authored content

    70+ tactical AI experts, including AI developers, AI GTM experts, Codeless AI experts, AI compliance experts, etc.

  • Unlimited expert introductions
  • Regular programming and events, including sessions like AI Fridays
  • AI-powered search across the OneGuide knowledge base
  • Community and discussion forums for portfolio ops leaders
Explore network access See the full topic list

How PE and VC firms use OneGuide

OneGuide helps portfolio operations teams centralize and scale support across the portfolio through a combination of resource management, expert tracking, event coordination, community, and value creation tracking.

OneGuide vetted expert network
With Network Access or a Portfolio Hub

Vetted experts and AI specialists on demand

Tap into experts to augment your value creation capacity and range of coverage.

Network resources include

  • Access to 200+ "single shingle" and boutique firm experts and 3,000+ pages of expert-authored content
  • 70+ tactical AI experts, including AI developers, AI GTM experts, Codeless AI experts, AI compliance experts, etc.
  • Unlimited expert introductions
  • Regular programming and events, including sessions like AI Fridays
  • AI-powered search across the OneGuide knowledge base
Plus, with Portfolio Hub Software
Proprietary portfolio resources

Manage proprietary portfolio resources

Centralize firm knowledge and make it easily accessible to portfolio company executives through AI-powered search and organized resource libraries.

Common resources include

  • Best practices
  • Functional playbooks
  • Templates and toolkits
  • Event recordings
  • AI skills and prompts
  • KPIs and benchmarks
  • Portfolio onboarding materials
Firm-curated expert rolodex

Maintain a firm-curated expert rolodex

Track and share vetted third-party resources across the portfolio — including ratings, discounts, and contacts.

Common expert types include

  • Consultants
  • Agencies
  • Firm advisors
  • Lawyers
  • Software vendors (and discounts)

Firms can maintain their own curated expert ecosystem while also leveraging OneGuide's broader network.

Portfolio events

Run portfolio events and programming

Manage portfolio-wide events and executive programming in a centralized platform.

Event functionality includes

  • Event registration pages
  • Calendar holds and reminders
  • RSVP tracking
  • Event recap pages
  • Event notification emails
Portfolio community

Build portfolio community

Create more connectivity across portfolio executives and operating teams.

Community functionality includes

  • Portfolio executive directories
  • Discussion forums
  • Slack integration for forums
  • Functional peer groups
  • Community conversations
Value creation plans

Track value creation initiatives

Support a more organized approach to value creation planning and execution across the portfolio.

Value creation planning functionality includes

  • Investment objectives year over year (by company)
  • Priority initiatives quarter over quarter (by company)
  • Rollup of objectives and initiatives across all portfolio companies
Reporting and engagement analytics

Reporting and engagement analytics

Measure engagement across the platform and gain visibility into how portfolio teams are interacting with resources, experts, events, and AI tools.

Reporting includes

  • User activity and logins
  • Page views
  • Expert introductions
  • Event RSVPs
  • AI chat and search queries
  • Most viewed resources